You may have to complete other schedules or documents which you keep with your fund's tax records and do not send with the tax return. These schedules or documents are described further at Record keeping requirements.

If you do not lodge the schedule with the income tax return, you are required to sign and date the schedule as required.

Our commitment to you

We are committed to providing you with accurate, consistent and clear information to help you understand your rights and entitlements and meet your obligations.

If you follow our information and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

Some of the information on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our information does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.